Abacus Planning Group, Inc.
Q1 2025 13F Holdings
- Locationcolumbia, SC
- Num holdings
236
- Value ($000)
$570,880
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001602730
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $77.41M | 14 % | 1,427,217 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $59.86M | 11 % | 217,815 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $40.46M | 7 % | 217,207 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $31.37M | 6 % | 303,160 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $28.63M | 5 % | 461,065 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.73M | 4 % | 427,479 | ||
UNP UNION PAC CORP | COM | 907818108 | $20.07M | 4 % | 84,968 | ||
AMZN AMAZON COM INC | COM | 023135106 | $17.54M | 3 % | 92,206 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.30M | 3 % | 31,719 | ||
AAPL APPLE INC | COM | 037833100 | $14.15M | 3 % | 63,684 |
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